Joel Isaacson & Co’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
7,774
-362
| -4% | -$33.8K | 0.03% | 205 |
|
|
2025
Q1 | $593K | Buy |
8,136
+4,200
| +107% | +$306K | 0.03% | 219 |
|
|
2024
Q4 | $237K | Buy |
3,936
+560
| +17% | +$33.8K | 0.01% | 338 |
|
|
2024
Q3 | $254K | Hold |
3,376
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $245K | Buy |
3,376
+300
| +10% | +$21.8K | 0.01% | 304 |
|
|
2024
Q1 | $237K | Buy |
+3,076
| New | +$237K | 0.01% | 303 |
|